2025 M&A YEAR IN REVIEW

Through the Lens of Transformation–Framing Success for 2026

The outlook for Insurance Distribution, Wealth Advisory & Retirement Planning Markets in the U.S. focuses on how 2025 deal activity creates a new perspective for customer–centric growth.

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“Our goal is to help firms in insurance distribution, wealth advisory, retirement, and accounting & tax amplify value and chart a strategic course toward a future rife with opportunities.”

~John Wepler, MarshBerry Chief Executive Officer

Schedule a conversation with us to see how MarshBerry can help you reach your goals.

John Wepler

MarshBerry Chief Executive Officer +1.440.392.6572 John.Wepler@MarshBerry.com

Phil Trem

MarshBerry President +1.440.392.6546 Phil.Trem@MarshBerry.com

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